Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,281 | $76,551-38.2% | $123,894-61.8% | $62,881-24.8% |
| Participation rate | 42.6% | 73.0%-30.4pp | 81.4%-38.9pp | 69.3%-26.8pp |
| Annual return | 7.79% | 18.68%-10.9pp | 47.52%-39.7pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,664 | $2,882-42.3% | $4,617-63.9% | $2,281-27.0% |
| Participant deferral / active EE | $3,534 | $4,840-27.0% | $5,984-40.9% | $3,203+10.3% |
| Admin fee / account holder | $1,686 | $4,826-65.1% | $8,357-79.8% | $4,296-60.8% |